Security Financial Services’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.3M Sell
117,136
-7,816
-6% -$487K 1.29% 26
2025
Q1
$7.37M Buy
124,952
+70,034
+128% +$4.13M 1.46% 22
2024
Q4
$2.72M Buy
+54,918
New +$2.72M 0.55% 40